Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,172,018
+$945,996 QoQ
Shares Held
41,307
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,055
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $36,184,586 across 7 Credit Services names. V ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
41,307 | $14,172,018 | |
| 2 | MA |
Mastercard Inc
|
16,751 | $8,603,313 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
166,438 | $7,186,792 | |
| 4 | AXP |
American Express Co
|
10,731 | $3,629,760 | |
| 5 | COF |
Capital One Financial Corp
|
7,324 | $1,469,340 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
45,937 | $823,650 | |
| 7 | SYF |
Synchrony Financial
|
3,941 | $299,713 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,172,018 | 41,307 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,226,022 | 43,760 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,784,755 | 45,008 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,377,218 | 42,115 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,413,609 | 40,596 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,959,522 | 39,832 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,122,296 | 41,521 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,169,293 | 40,623 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,728,986 | 40,877 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,796,209 | 38,685 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,908,660 | 38,059 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,409,625 | 36,562 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,609,599 | 36,254 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,810,159 | 34,641 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $5,789,855 | 27,868 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,627,435 | 20,419 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,125,038 | 15,872 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,464,712 | 15,623 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,426,635 | 25,041 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,573,725 | 20,533 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,815,433 | 33,425 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,040,656 | 28,530 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,943,331 | 27,172 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,239,663 | 31,203 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,993,526 | 36,204 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,396,803 | 27,289 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||